The Brook Floater (Alasmidonta varicosa) is a small (<100 mm) freshwater mussel (Family: Unionidae) found in streams of the eastern United States (U.S.) (Nedeau 2008). While there has been limited effort to document the status of Brook Floater across its range, there is evidence of Brook Floater range contraction and declining local abundances over recent decades (Wicklow et al. 2017, NatureServe 2021). Brook Floater is a Species of Greatest Conservation Need (SGCN) in 15 states (94% of range); listed as endangered, threatened, or special concern in nearly every state and province where it still occurs; and has been extirpated from two states (Rhode Island and Delaware). Brook Floater was petitioned for Federal listing under the U.S. Endangered Species Act; however, the listing was determined not to be warranted (U.S. FWS 2019), although it remains a Regional SGCN of very high concern in U.S. Fish & Wildlife Service (U.S. FWS) Regions 5 (Terwilliger 2015) and 4 (SEAFWA-WDC 2019) and is an At-Risk Species in U.S. FWS Region 5.

A critical component of understanding population declines is site-specific information about population density and demographics (e.g., growth, age structure) to assess population viability. This information had previously only been collected for a few populations of Brook Floater (e.g., Massachusetts Division of Fisheries & Wildlife, North Carolina Wildlife Resources Commission) and methods to collect these data varied from state to state, thus limiting comparisons across the range. In 2016, a competitive State Wildlife Grant (SWG) was awarded to develop a standardized monitoring technique that will aid in understanding differences in population viability across its range and assess changes in populations through time. The protocol described in this report was subsequently developed and tested by Massachusetts and Maine (2 sites in each state) and revised based on field experiences. Data collected using this protocol will allow for state managers to make informed decisions about management actions for Brook Floater.

Monitoring approaches are ideally designed to meet management objectives. Management objectives are specific, quantifiable outcomes that reflect the values of the decision makers and relate directly to the management decisions (Conroy and Peterson 2013). Lack of well-defined objectives hinders success of conservation and management actions because there are undefined metrics to determine when the objectives have been met (Yoccoz et al. 2001, Nichols and Thompson 2006). While monitoring to understand a system (i.e., status and trends; Reynolds et al. 2016) provides baseline information for developing management recommendations in the future, Nichols and Thompson (2006) criticize status and trends monitoring because of time lags associated with conservation and the costs and resource availability needed for surveillance, among other reasons. State partners in the Brook Floater SWG have a variety of different monitoring objectives (e.g., abundance/density, survival, recruitment) that depend on the population sizes and demographics.

There are many approaches for estimating population parameters such as density, age structure, recruitment, and growth rates. For example, presence/absence (i.e., multistate models), counts (i.e., multi-state models or Dail-Madsen model; Dail and Madsen 2011), and capture mark-recapture (CMR; e.g. Cormack-Jolly-Seber models; Lindberg and Rexstad 2002) are all approaches for assessing population status and viability.